Latest Institutional Transactions on Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information on the latest institutional transactions involving Global X Fds U S Pfd ETF (De) (PFFD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-567- 2.56% |
$10.6K - $11.1K
|
21.6K
$426K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
117+ 0.98% |
$2.19K - $2.29K
|
12.1K
$239K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
162New |
$3.03K - $3.17K
|
162
$3.19K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
15.8KNew |
$296K - $310K
|
15.8K
$312K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
17.4KNew |
$327K - $341K
|
17.4K
$344K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
20.7KNew |
$388K - $405K
|
20.7K
$408K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 2.27% |
$1.87K - $1.96K
|
4.32K
$85.1K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$56.2 - $58.7
|
3
$59.2
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
584New |
$10.9K - $11.4K
|
584
$11.5K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32K- 97.62% |
$599K - $626K
|
780
$15.4K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.86KNew |
$53.5K - $55.9K
|
2.86K
$56.3K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
3.15K+ 10.0% |
$59K - $61.7K
|
34.6K
$683K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
37.1KNew |
$695K - $726K
|
37.1K
$732K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.6K- 38.46% |
$218K - $228K
|
18.6K
$367K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27.7KNew |
$518K - $542K
|
27.7K
$545K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.52KNew |
$28.4K - $29.7K
|
1.52K
$29.9K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-510- 4.38% |
$9.55K - $9.99K
|
11.1K
$220K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.01KNew |
$75K - $78.4K
|
4.01K
$79K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
415New |
$7.77K - $8.13K
|
415
$8.18K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$93.7 - $97.9
|
5
$98.6
|
|
Q2 2023 | |||||||
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 83.41% |
$3.53K - $3.84K
|
38
$749
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-216- 83.4% |
$3.99K - $4.34K
|
43
$848
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.5K- 19.12% |
$46.2K - $50.3K
|
10.6K
$209K
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.8KNew |
$513K - $558K
|
27.8K
$548K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-84- 1.06% |
$1.55K - $1.69K
|
7.81K
$154K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
479+ 47900.0% |
$8.85K - $9.63K
|
480
$9.47K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.4K- 39.46% |
$229K - $249K
|
19K
$375K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.89K+ 1.47% |
$53.4K - $58K
|
199K
$3.93M
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
15.7K+ 1.18% |
$290K - $316K
|
1.34M
$26.5M
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.11K- 61.35% |
$20.5K - $22.3K
|
700
$13.8K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.35K- 0.83% |
$24.9K - $27.1K
|
160K
$3.16M
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-147- 1.08% |
$2.72K - $2.95K
|
13.4K
$265K
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.54K- 19.56% |
$46.9K - $51K
|
10.4K
$206K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-127- 16.28% |
$2.35K - $2.55K
|
653
$12.9K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$196K - $213K
|
10.6K
$209K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.25K- 1.42% |
$116K - $126K
|
435K
$8.58M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.15K+ 3.99% |
$39.8K - $43.3K
|
56.2K
$1.11M
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
375New |
$6.93K - $7.54K
|
375
$7.4K
|
|
Q1 2023 | |||||||
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
969New |
$18.4K - $21.2K
|
969
$19.1K
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
212KNew |
$4.02M - $4.64M
|
212K
$4.19M
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
11.4KNew |
$216K - $249K
|
11.4K
$225K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.63KNew |
$87.8K - $101K
|
4.63K
$91.4K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1K- 14.71% |
$19K - $21.9K
|
5.8K
$114K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$232K - $268K
|
12.2K
$241K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32- 24.43% |
$606 - $700
|
99
$1.95K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20+ 1000.0% |
$379 - $438
|
22
$434
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
72New |
$1.36K - $1.58K
|
72
$1.42K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
173KNew |
$3.27M - $3.77M
|
173K
$3.4M
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 44.44% |
$7.58K - $8.75K
|
500
$9.86K
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-65- 6.1% |
$1.23K - $1.42K
|
1K
$19.7K
|